Portfolio Management & Investment Council

Investment Planning
Conference Room
Portfolio Management Planning

Welcome to our Portfolio Management and Investment Council - the strategic backbone of your financial success. Our expert team is dedicated to navigating the complex landscape of investments and crafting personalized strategies that align with your unique financial goals.

At the heart of our Portfolio Management and Investment Council is a commitment to understanding your aspirations, risk tolerance, and time horizon. we believe in a holistic approach to wealth management, tailoring our services to meet your individual needs. Our team combines market expertise, financial acumen, and cutting-edge research to construct well-diversified portfolios designed to weather market fluctuations and seize opportunities.

Ryan Craner, President/CEO

President/CEO

Ryan Craner

John Park

Wealth Management Advisor

John Park

Tom Craner

Wealth Management Advisor

Tom Craner

Alex Craner

Wealth Management Advisor

Alex Craner

Jim McFadden

Portfolio Consultant

Jim McFadden, CFA

Jeff Draper

Chief Compliance Officer

Jeff Draper